Who owns SunOpta (STKL)
Which tracked institutional funds hold STKL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STKL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-06-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
80 tracked funds added or opened STKL while 29 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STKL’s largest tracked holder by dollar value, FIL Ltd, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STKL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 199 tracked filers holding STKL, 116 increased or opened the position and 101 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STKL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 33
- FIL Ltd$82M
- ALPINE ASSOCIATES MANAGEMENT INC.$19M
- GLAZER CAPITAL, LLC$19M
- AQR Arbitrage LLC$12M
- BALYASNY ASSET MANAGEMENT L.P.$11M
- Beryl Capital Management LLC$10M
Full exits 14
- CastleKnight Management LP$31M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$16M
- Granahan Investment Management, LLC$10M
- VANGUARD GROUP INC$9M
- THORNBURG INVESTMENT MANAGEMENT INC$8M
- WYNNEFIELD CAPITAL INC$8M
Largest adds
- OAKTREE CAPITAL MANAGEMENT LP$55M
- COOPERMAN LEON G$26M
- BlackRock, Inc.$17M
- ALLIANCEBERNSTEIN L.P.$15M
- NOMURA HOLDINGS INC$10M
- D. E. Shaw & Co., Inc.$10M
Largest trims
- Pictet Asset Management Holding SA$13M
- Rockefeller Capital Management L.P.$7M
- BLAIR WILLIAM & CO/IL$5M
- HARBOR CAPITAL ADVISORS, INC.$2M
- Point72 Asset Management, L.P.$2M
- HEARTLAND ADVISORS INC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FIL Ltd new | 12,612,784 | $82M | 12.4% | 2026-Q1 |
| COOPERMAN LEON G added | 9,300,000 | $60M | 9.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 7,213,459 | $47M | 7.1% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 3,875,097 | $25M | 3.8% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 2,969,800 | $19M | 2.9% | 2026-Q1 |
| GLAZER CAPITAL, LLC new | 2,941,321 | $19M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,411,122 | $16M | 2.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 4,044,703 | $15M | 2.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,192,061 | $14M | 2.2% | 2026-Q1 |
| STATE STREET CORP added | 1,969,097 | $13M | 1.9% | 2026-Q1 |
| AQR Arbitrage LLC new | 1,783,959 | $12M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,747,786 | $11M | 1.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,698,689 | $11M | 1.7% | 2026-Q1 |
| Beryl Capital Management LLC new | 1,508,377 | $10M | 1.5% | 2026-Q1 |
| Trium Capital LLP new | 1,438,474 | $9M | 1.4% | 2026-Q1 |
| GABELLI FUNDS LLC added | 1,257,300 | $8M | 1.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 1,189,304 | $8M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,078,651 | $7M | 1.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,070,046 | $7M | 1.1% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 1,000,000 | $6M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 963,166 | $6M | 0.9% | 2026-Q1 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE added | 804,187 | $5M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 779,678 | $5M | 0.8% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 50,305 | $5M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 728,155 | $5M | 0.7% | 2026-Q1 |
| Polar Asset Management Partners Inc. new | 710,000 | $5M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 667,546 | $4M | 0.7% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 648,466 | $4M | 0.6% | 2026-Q1 |
| GARDNER LEWIS ASSET MANAGEMENT L P new | 646,653 | $4M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 577,317 | $4M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 565,380 | $4M | 0.6% | 2026-Q1 |
| Trexquant Investment LP added | 506,346 | $3M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 501,700 | $3M | 0.5% | 2026-Q1 |
| Alberta Investment Management Corp new | 500,000 | $3M | 0.5% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 489,500 | $3M | 0.5% | 2026-Q1 |
| ABC ARBITRAGE SA new | 480,024 | $3M | 0.5% | 2026-Q1 |
| Verition Fund Management LLC added | 477,339 | $3M | 0.5% | 2026-Q1 |
| Groupe la Francaise new | 450,000 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 441,898 | $3M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. trimmed | 404,822 | $3M | 0.4% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. new | 381,415 | $2M | 0.4% | 2026-Q1 |
| Cruiser Capital Advisors, LLC added | 335,296 | $2M | 0.3% | 2026-Q1 |
| Walnut Level Capital LLC | 325,000 | $2M | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL new | 302,000 | $2M | 0.3% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL new | 300,000 | $2M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 295,976 | $2M | 0.3% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 269,375 | $2M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK new | 250,096 | $2M | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 249,735 | $2M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 235,425 | $2M | 0.2% | 2026-Q1 |
| Skandinaviska Enskilda Banken AB (publ) trimmed | 231,610 | $2M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 229,571 | $1M | 0.2% | 2026-Q1 |
| Magnetar Financial LLC new | 220,462 | $1M | 0.2% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP trimmed | 220,000 | $1M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 207,017 | $1M | 0.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC | 206,296 | $1M | 0.2% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 205,180 | $1M | 0.2% | 2026-Q1 |
| Quantbot Technologies LP added | 203,935 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank | 198,925 | $1M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 198,571 | $1M | 0.2% | 2026-Q1 |
| WATER ISLAND CAPITAL LLC new | 196,514 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 181,079 | $1M | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 176,691 | $1M | 0.2% | 2026-Q1 |
| ZAZOVE ASSOCIATES LLC | 275,000 | $1M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 155,073 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 146,824 | $951K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 143,754 | $930K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 129,720 | $842K | 0.1% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP trimmed | 74,314 | $406K | 0.1% | 2026-Q2 (1 quarter ahead of as-of) |
| Nuveen, LLC trimmed | 60,641 | $377K | 0.1% | 2026-Q2 (1 quarter ahead of as-of) |
| IFP Advisors, Inc trimmed | 18 | $117 | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| CastleKnight Management LP added | 8,204,844 | $31M | 4.7% | 2025-Q4 stale (1 quarter behind) |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 4,274,152 | $16M | 2.5% | 2025-Q4 stale (1 quarter behind) |
| Granahan Investment Management, LLC trimmed | 2,670,652 | $10M | 1.5% | 2025-Q4 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 2,374,636 | $9M | 1.4% | 2025-Q4 stale (1 quarter behind) |
| THORNBURG INVESTMENT MANAGEMENT INC trimmed | 2,074,489 | $8M | 1.2% | 2025-Q4 stale (1 quarter behind) |
| WYNNEFIELD CAPITAL INC | 1,975,784 | $8M | 1.1% | 2025-Q4 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 645,293 | $2M | 0.4% | 2025-Q4 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 590,163 | $2M | 0.3% | 2025-Q4 stale (1 quarter behind) |
| LAZARD ASSET MANAGEMENT LLC added | 459,430 | $2M | 0.3% | 2025-Q4 stale (1 quarter behind) |
| Riverwater Partners LLC | 290,123 | $1M | 0.2% | 2025-Q4 stale (1 quarter behind) |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 263,556 | $1M | 0.2% | 2025-Q4 stale (1 quarter behind) |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 253,778 | $964K | 0.1% | 2025-Q4 stale (1 quarter behind) |
| Pathstone Holdings, LLC trimmed | 221,178 | $840K | 0.1% | 2025-Q4 stale (1 quarter behind) |
| ROYCE & ASSOCIATES LP trimmed | 1,276,526 | $7M | 1.1% | 2025-Q3 stale (2 quarters behind) |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 1,074,223 | $6M | 1.0% | 2025-Q3 stale (2 quarters behind) |
| Woodline Partners LP trimmed | 1,000,982 | $6M | 0.9% | 2025-Q3 stale (2 quarters behind) |
| Hodges Capital Management Inc. trimmed | 730,500 | $4M | 0.7% | 2025-Q3 stale (2 quarters behind) |
| First Eagle Investment Management, LLC added | 709,750 | $4M | 0.6% | 2025-Q3 stale (2 quarters behind) |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 695,206 | $4M | 0.6% | 2025-Q3 stale (2 quarters behind) |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 512,843 | $3M | 0.5% | 2025-Q3 stale (2 quarters behind) |
| MACKENZIE FINANCIAL CORP trimmed | 326,831 | $2M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| MACQUARIE GROUP LTD trimmed | 303,549 | $2M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| TECTONIC ADVISORS LLC trimmed | 280,749 | $2M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| EPIQ PARTNERS, LLC trimmed | 212,885 | $1M | 0.2% | 2025-Q3 stale (2 quarters behind) |
| Cubist Systematic Strategies, LLC trimmed | 212,277 | $1M | 0.2% | 2025-Q3 stale (2 quarters behind) |
| WESBANCO BANK INC | 193,100 | $1M | 0.2% | 2025-Q3 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP added | 162,035 | $950K | 0.1% | 2025-Q3 stale (2 quarters behind) |
| Legato Capital Management LLC | 136,646 | $801K | 0.1% | 2025-Q3 stale (2 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: CIBC WORLD MARKETS CORP (last filed 2025-Q4, 406,336 shares) reconciles to its 1 current affiliate (404,822 shares) — 0.373% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.